Sigma Planning Corp’s Nuveen High Income December 2019 Target Term Fund JHD Stock Holding History

Sigma Planning Corp’s Portfolio JHD Stock Details JHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-15,334	Closed	-$151K	–	1026
2018 Q3	$151K	Sell	15,334 -4,295	-22%	-$42.3K	0.01%	899
2018 Q2	$193K	Buy	19,629 +5,579	+40%	+$54.8K	0.01%	831
2018 Q1	$138K	Sell	14,050 -10,080	-42%	-$99.6K	0.01%	808
2017 Q4	$242K	Buy	24,130 +734	+3%	+$7.38K	0.02%	694
2017 Q3	$237K	Sell	23,396 -1,925	-8%	-$19.7K	0.02%	705
2017 Q2	$259K	Buy	+25,321	New	+$260K	0.02%	617

Other funds holding JHD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return